Identity-and-Access-Management-Architect Salesforce Certified Platform Identity and Access Management Architect (Plat-Arch-203) Questions and Answers

A SAML SSO ‘Replay Detected and Assertion Invalid’ error occurs when Salesforce detects that the same assertion has been used more than oncewithin the validity period. This can happen if the assertion ID is reused by the IdP or if the assertion is resent by the user. Another possible cause is that the time settings of the IdP and Salesforce are not synchronized, which can result in an assertion being valid for a shorter or longer period than expected. References: SAML Single Sign-On Settings, Troubleshoot SAML Single Sign-On

 Login Discovery Page and Embedded Login Page are two valid login page types for Experience Cloud sites. Login Discovery Page allows users to choose their preferred login method, such as username/password, SSO, or social sign-on. Embedded Login Page allows users to log in from any site page without being redirected to a separate login page. References: Login Discovery Page, Embedded Login

Creating a token is one of the roles of an Identity Provider in a Single Sign-on setup using SAML. SAMLis a standard protocol that allows users to access multiple applications with a single login. In SAML, an Identity Provider (IdP) is a system that authenticates users and issues a security token that contains information about the user’s identity and permissions. A Service Provider (SP) is a system that consumes the token and grants access to the user based on the token’s attributes. The other options are not roles of an IdP, but rather functions of the SAML protocol or the SP. 

Using a Login Flow with invocable Apex to callout to the security application and set permission sets allows the identity architect to dynamically assign or remove permission sets based on the functional group permissions in the custom security application. This ensures that the permission set assignments are consistent with the group permissions. References: Login Flows, Invocable Apex

 Enabling My Domain in the context of a SAML SSO configuration enables resource deep linking and SSO from Salesforce1 mobile app. Resource deep linking allows users to access specificrecords or pages after logging in with SSO5. SSO from Salesforce1 mobile app requires using the My Domain URL as the login server4. Enabling My Domain does not affect the app launcher or login forensics features. Therefore, option A and C are the correct answers. References: Salesforce Mobile Application Single Sign-On overview, SAML SSO with Salesforce as the Service Provider, Single Sign-On, Considerations for setting up My Domain and SSO

The default client certificate or the certificate from the Certificate and Key Management menu is sent along with the outbound message. When sending outbound messages, Salesforce will present the CA-signed or self-signed certificate configured underSetup | Security Controls | Certificate and KeyManagement | API Client Certificate1. The default client certificate is a self-signed certificate that Salesforce generates for you when you enable outbound messages2. You can also create your own self-signed or CA-signed certificates and upload themto the Certificate and Key Management menu3. The certificate from the Develop | API menu is not usedfor outbound messages, but for SOAP API clients that need to authenticate with Salesforce4.References: 1: Know more about all the SSL certificates that are supported by Salesforce 2: Setting Up Outbound Messaging 3: Create a Self-Signed Certificate 4: [Generate or Regenerate a Client Certificate]

The optimal way to implement SSO with Active Directory as the enterprise identity store is to use Salesforce Identity Connect as the identity provider. Salesforce Identity Connect is a software that integrates Microsoft Active Directory with Salesforce and enables single sign-on (SSO) using SAML. It also allows user data synchronization between Active Directory and Salesforce and profile and permission set assignment based on Active Directory group membership. Option A is not a good choice because using Active Directory with reverse proxy as the identity provider may not be supported by Salesforce or may require additional configuration and customization. Option B is not a good choice because using Microsoft Access Control Service as the authentication provider may not be available, as Microsoft has retired this service in 2018. Option C is not a good choice because using Active Directory Federation Service (ADFS) as the identity provider may not allow user data synchronization or profile andpermission set assignment based on Active Directory group membership, unless it is combined with another tool such as Salesforce Identity Connect.

 JWT Bearer Token flow and SAML Bearer Assertion flow are two OAuth flows that can be usedto authenticate to Salesforce using digital certificates. JWT Bearer Token flow allows a connected app to request an access token from Salesforce by using a JSON Web Token (JWT) that is signed with a digital certificate. SAML Bearer Assertion flow allowsa connected app to request an access token from Salesforce by using a SAML assertion that is signed with a digital certificate. These two flows can meet therequirement of UC to use OAuth and digital certificates to connect to Salesforce from the recruiting system.

To allow Salesforce profiles to be managed from a central system of record, the architect should recommend to implement JIT provisioning on the SAML IDP that will pass the profile ID in each assertion. JIT provisioning is a process that creates or updates user accounts on Salesforce based on information sent by an external identity provider (IDP) during SAML authentication. By passing the profile ID in each assertion, the IDP can control which profile is assigned to each user. Option B is not a good choice because creating an Apex scheduled job in one org that will synchronize the other orgs profile may not be scalable, reliable, or secure. Option C is not a good choice because implementing Delegated Authentication that will update the user profiles as necessary may not be feasible, as Delegated Authentication only verifies the user’s credentials against an external service, but does not pass any other information to Salesforce. Option D is not a good choice because implementing an OAuth JWT flow to pass the profile credentials between systems may not be suitable, as OAuth JWTflow is used for server-to-server integration, not for user authentication.

The web server flow is an OAuth2.0 authorization code grant type, which follows this sequence of steps:

The client app requests an authorization code from Salesforce by redirecting the user to the authorization endpoint.

The user authenticates and authorizes access to the client app.

Salesforce grants an authorization code and redirects the user back to the client app.

The client app requests an access token from Salesforce by sending the authorization code to the token endpoint.

Salesforce grants an access token and a refresh token tothe client app.

The two actions that an architect should recommend to UC are to build a custom Visualforce page for both the change password and forgot password experiences and to build a custom Visualforce page for the change password experience and a community builder page for the forgot password experience. A custom Visualforce page is a page that uses Visualforce markup and Apex code to create a custom user interface. A community builder page isa page that uses the Community Builder tool to create a custom user interface with drag-and-drop components. Both types of pages can be used to modify the look and feel of the password management features for partner community users. However, using a custom Visualforce page for both features requires more coding and customization, while using a community builder page for the forgot password feature allows more flexibility and configuration options.

The JWT Bearer Token flow is an OAuth flow in which an external app (also called client or consumer app) sends a signedJSON string to Salesforce called JWT to obtain an access token. The access token can then be used by the external app to read & write data in Salesforce1. This flow does not require storing credentials, client secret or refresh tokens, as theJWT is self-contained and includes information about the app and the user2. The other flows require either user interaction (Web Server flow and User Agent flow) or storing credentials (Username-Password flow)3.

The recommended solution to grant mobile app access to sales users is to use connected apps OAuth policies to restrict mobile app access to authorized users. A connected app is a configuration in Salesforce that allows an external application, such as a mobile app, to connect to Salesforce using OAuth. OAuth is a protocol that allows the mobile app to obtain an access token from Salesforce after the user grants permission. The access token can then be used by the mobile app to access Salesforce data and features. OAuth policies are settings that control how users can access a connected app, such as who can use the app, how long the access token is valid, and what level of access the app requests. By configuring OAuth policies in the connected app settings, Universal Containers can restrict the mobile app access to only the sales team and protect against unauthorized or excessive access.

 Login History allows administrators to view the login attempts of all users in the org, including the status, source IP, login type, and application. This can help identify and troubleshoot any login errors or issues. References: Login History

These are two capabilities that My Domain enables in the context of a SAML SSO configuration. My Domain is a feature that lets you customize your Salesforce domain name and login page1. Resource deep linking is the ability to access a specific page or resource within Salesforce directly from a link, without having to navigate through the app2. SSO from Salesforce Mobile App is the ability to log in to the Salesforce Mobile App using your SSO credentials, without having to enter your username and password3. My Domain enables these capabilities by allowing you to specify your identity provider (IdP) and SSO settings for your unique domain name, and by providing a custom login URL that can be used for deep linking and mobile app login1. The other options are notcorrect for this question because:

App Launcher is a feature that lets you access all your connected apps from one place in Salesforce. It does not require My Domain or SAML SSO to work, although it can be enhanced by using them.

Login Forensics is a feature that analyzes login behavior and identifies anomalous or suspicious logins. It does not require My Domain or SAML SSO to work, although it can be used with them. References: MyDomain, Deep Linking into Salesforce, Salesforce Mobile AppBasics, [App Launcher], [Login Forensics]

Just-in-time provisioning is a feature thatallows Salesforce to create user accounts automatically when users log in for the first time via an external identity provider. This way, UC can avoid creating user records manually or synchronizing them with another system. On-the-fly provisioning is nota valid term in Salesforce. Salesforce APIs can be used to create users programmatically, but they are not related to SSO. Identity Connect is a tool that can sync users between Salesforce and Active Directory, but it is not required for SSO. References: Certification - Identity and Access Management Architect - Trailhead, [Just-in-Time Provisioning for SAML and OpenID Connect]

 Refresh Token Policy - Expire the refresh token if it has not been used for 7 days is the connected app setting that should be leveraged to comply with the policy change. This setting ensures that users have to re-verify their devices if they have not loggedin from that device in the last week. The other settings are either not relevant or not effective for this scenario. References: Connected App Basics, OAuth 2.0 Refresh Token Flow

The most recommended and secure OAuth scope setting for UC’s custom mobile app is custom_permissions. Custom_permissions are settings that can be used in Apex code or validationrules to check whether a user has access to a custom feature or functionality. Custom_permissions can also be used as OAuth scopes to limit the access of an external application, such as UC’s mobile app, to certain custom features or functionalities in Salesforce. By configuring custom_permissions as OAuth scopes in the connectedapp settings, UC can restrict the mobile app access to only the e-signature feature and protect against unauthorized or excessive access.

The other options are not recommended or secure OAuth scope settings for UC’s custom mobile app. Id is an OAuth scopethat allows the mobile app to access basic information about the user and their org, such as name, email, profile picture, and instance URL. This scope does not provide any access to Salesforce data or features, such as uploading e-signatures. Web is an OAuth scope that allows the mobile app to access Salesforce data and features through a browser or web-view. This scope provides full access to Salesforce data and features, which could expose sensitive information or allow unwanted actions. Api is an OAuthscope that allows the mobile app to make REST or SOAP API calls to Salesforce using the access token. This scope also provides full access to Salesforce data and features, which could compromise security and compliance. References: [OAuth Scopes], [Connected Apps], [Custom Permissions]

The OAuth 2.0Device Flow is a type of authorization flow that allows users to register an IoT device with limited display input or capabilities, such as a smart TV, a printer, or a smart speaker1. The device flow works as follows1:

The device displays or reads out a verification code and a verification URL to the user.

The user visits the verification URL on another device, such as a smartphone or a laptop, and enters the verification code.

The user logs in to Salesforce and approves the device.

The device polls Salesforce for an access token using the verification code.

Salesforce returns an access token to the device, which can then access Salesforce APIs.

 The two recommended actions UC can take to achieve the functionality of allowing community users to register and log in with LinkedIn or Facebook credentials are:

Enable Facebook and LinkedIn as login options in the login section of the community configuration. This action allows UC to configure Facebook and LinkedIn as authorization providers in Salesforce, which are external services that authenticate users and provide information about their identity and attributes. Byenabling these login options in the community configuration, UC can display Facebook and LinkedIn icons on the community login page and allow users to log in with their existing credentials from these services.

Create custom registration handlers to linkLinkedIn and Facebook accounts to user records. This action allows UC to create Apex classes that implement the Auth.RegistrationHandler interface and define the logic for creating or updating user accounts in Salesforce when users log in with LinkedIn orFacebook. By creating custom registration handlers, UC can map the information from the authorization providers to the user fields in Salesforce, such as name, email, profile, or contact.

The other options are not recommended actions for this scenario. Storing the LinkedIn or Facebook user IDs in the Federation ID field on the Salesforce user record is not necessary or sufficient for enabling SSO with these services, as the Federation ID is used for SAML-based SSO, not OAuth-based SSO. Creating custom buttons for Facebook and LinkedIn using JavaScript/CSS on a custom Visualforce page is not advisable, as it would require custom code and UI development, which could increase complexity and maintenance efforts. Moreover, it would not leverage the built-in functionality of authorization providers and registration handlers that Salesforce provides. References: [Authorization Providers], [Enable Social Sign-On for Your Community], [Create a Registration Handler Class], [Auth.RegistrationHandler Interface], [Federation ID]

 Relaxing the IP restriction in the connected app settings for the Salesforce1 mobile app and relaxing the IP restriction with a second factor in the connected app settings for Salesforce1 mobile app are two options that an architect should recommend. These options allow UC employees to access the Salesforce1 mobile app from any location, while still maintaining some level of security. Relaxing the IP restriction means that users can log in to the connected app from outside the trusted IP ranges defined in their profiles1. Adding a secondfactor meansthat users need to provide an additional verification method, such as a verification code or a security key, to access the app2. Using a login flow to bypass IP rangerestriction for the mobileapp is not a recommended option because it can create a complex and inconsistent user experience3. Removing existing restrictions on IP ranges for all types of user access is not a recommended option because it can exposeUC’s data and applications tounauthorized access4. References: 1: Restrict Access to Trusted IP Ranges for a Connected App 2: Require Multi-Factor Authentication for Connected Apps 3: [Custom Login Flows] 4: [Restrict Login Access by IP Address]

IDP-initiated SSO flow is when the user starts at the identity provider (IDP) site and then is redirected to the service provider (SP) site with a SAMLassertion. This flow is suitable for UC’s scenario because they want to use their existing portal as the primary site and also enable seamless access to the partner community. The IDP-initiated flow does not require the user to log in again at the SP site,which is Salesforce in this case.

 The sidebar of a Salesforce Console as a console component and included in the Call Control Tool that’s part of Open CTI are two options that are correct in regards to where the app can be made visible under the connected app settings for the Canvas app. A Canvas app is an external application that can be embedded within Salesforce using an iframe. A connected app is an application that integrates with Salesforceusing APIs and uses OAuth as the authentication protocol. You can control where a Canvas app can be displayed in Salesforce by configuring the locations in the connected app settings. The sidebar of a Salesforce Console as a console component is a valid location for a Canvas app because it allows you to display the app as a collapsible panel on the side of any console app. Included in the Call Control Tool that’s part of Open CTI is a valid location for a Canvas app because it allows you to display the appas part of the softphone panel that integrates with your telephony system. As part of the body of a Salesforce Knowledge article is not a valid location for a Canvas app because it is not supported by the connected app settings. In the mobile navigation menu on Salesforce for Android is not a valid location for a Canvas app because it is not supported by the connected app settings. References: : [Canvas Developer Guide] : [Connected Apps Overview] : [Add or Remove Components from Your Console Apps] : [OpenCTI Developer Guide]

Salesforce Canvas is a tool that allows external applications to be embedded into Salesforce as iframes, which can provide a seamless user experience. App Launcher is a feature that allows users to access connected apps from a single location in Salesforce. To enable single sign-on anduse Salesforce as the identity provider, the external billing application needs to be configured as a connected app and use an OAuth 2.0 or SAML protocol. Identity Connect is not relevant for this scenario, as it is a tool for synchronizing user data between Salesforce and Active Directory. References: Salesforce Canvas Developer Guide, App Launcher, Connected Apps

JWTBearer Flow allows the third-party system to authenticate to Salesforce using a digital certificate and a JSON Web Token (JWT) without any user interaction. It also provides a high level of security as it does not require sharing credentials or storing tokens. References: OAuth 2.0 JWT Bearer Token Flow

Amazon supports OpenID Connect as an authentication protocol, which allows usersto sign in with their Amazon credentials and access Salesforce resources. To enable this, an identity architect needs to configure an OpenID Connect Authentication Provider for Amazon and link it to a connected app. References: OpenID Connect Authentication Providers, Social Sign-On with OpenID Connect

The web application should be hosted on a secure server and the web server must be able to protect consumer privacy are two considerations that an architect should point out to UC. To integrate an external web app with the Salesforce API, UC can use the OAuth 2.0 web server flow, which implements the OAuth 2.0 authorization code grant type4. With this flow, the server hosting the web app must be able to protect the connected app’s identity, defined by the client ID and client secret4. The web application should be hosted on a secure server to ensure that the communication between the web app and Salesforce is encrypted and protected from unauthorized access or tampering6. The web server must be able to protect consumer privacy to comply with data protection laws and regulations, such as GDPR or CCPA . The web server should implement best practices for storing and handling user data, such as encryption, hashing, salting, and anonymization. The flow involves passing the user credentials back and forth is not a correct consideration, as the web server flow does not require the user credentials to be passed between the web app and Salesforce. Instead,it uses an authorization code that is exchanged for an access token and a refresh token4. The flow will not provide an OAuth refreshtoken back to the server is also not a correct consideration, as the web server flow does provide a refresh token that can be usedto obtain new access tokens without user interaction4. References: OAuth 2.0 Web Server Flow for Web App Integration, Secure Your Web Application, [General Data Protection Regulation (GDPR)], [California Consumer Privacy Act (CCPA)], [Data Protection Best Practices]

 To meet the requirement of having active community users review andaccept the community rules and update key contact information before their annual partner event, the identity architect should create a login flow that conditionally prompts users who have not accepted the new community rules and who have missing or outdated information. A login flow is a custom post-authentication process that can be used to add additional screens or logic after a user logs in to Salesforce. By creating a login flow, the identity architect can check the user’s status and information and display the appropriate screens for them to review and accept the community rules and update their contact information. References: Login Flows, Create a Login Flow

 D is correct because using aself-signed certificate leads to higher maintenance for the trusting party, which is the client or browser that connects to the server. The trusting party needs to add the self-signed certificate to their truststore, which is a repository of trusted certificates, in order to establish a secure connection with the server. Otherwise, the trusting party will see a warning message or an error when accessing the server.

A is incorrect because using a self-signed certificate leads to higher maintenance for the trusted party, not lower. The trusted party needs to maintain multiple self-signed certificates from different servers in their truststore.

B is incorrect because using a self-signed certificate does not make the trusted party act as the trusted CA (Certificate Authority). The trusted CA is the entity that issues and validates certificates for servers. The trusted party only needs to trust the CA’s root certificate, which is usually pre-installed in their truststore.

C is incorrect because using a self-signed certificate leads to higher maintenance for the trusting party, not lower. The trusting party still needs to maintain a trusted CA cert in their truststore, which is the self-signed certificate itself.

Just-in-Time (JIT) provisioning is a feature that allows Salesforce to create or update user records on the fly when users log in through an external identity provider, such as a SAML-based IdP. This eliminates the need for manual or batch user provisioning in Salesforce and minimizes license usage. To use JIT provisioning, the identity architect needs to configure the SAML settings in Salesforce and include the user attributes in the SAML assertion sent by the IdP. References: Just-in-Time Provisioning for SAML and OpenID Connect, Identity 101: Design Patterns for Access Management

D is correct because Apex registration handler is the portion of the authentication provider setup that associates a Facebook user with a Salesforce user when customers use their Facebookcredentials to log in to the customer community. Apex registration handler is an Apex class that handles the logic for creating or updating a user record based on the information received from Facebook. A is incorrect because consumer key and consumer secret are portions of the authentication provider setup that identify and authenticate UC’s customer community with Facebook, not associate a Facebook user with a Salesforce user. B is incorrect because Federation ID is an attribute that can be used to identify a user in a SAML assertion when UC uses SAML-based SSO with Facebook, not when UC uses social sign-on with Facebook. C is incorrect because user info endpoint URL is a portion of the authentication provider setup that specifies the URL to obtain the user information from Facebook, not associate a Facebook user with a Salesforce user. Verified References: [Apex Registration Handler], [Consumer Key and Secret], [Federation ID], [User Info Endpoint URL]

 Identity Connect is a tool that synchronizes user data between Microsoft Active Directory and Salesforce. It allows user provisioning, deprovisioning, and single sign-on (SSO) between multiple Active Directory domains and a single Salesforce org. Oneof the features of Identity Connect is that it can revoke the user’s Salesforce session immediately when the user is deprovisioned in an on-premise Active Directory. This can enhance security and compliance by preventing unauthorized access to Salesforceresources. References: Identity Connect Implementation Guide, Identity Connect Overview

 Using custom login flows to connect to the existing custom 2fa system for use in salesforce is the recommended solution because it allows you to leverage your existing 2fa infrastructure and provide a consistent user experience across your applications. Custom login flows let you customize the authentication process by adding extra screens or logic before or after the standard login1. You can use Apex code to call your custom 2fa system and verify the user’s identity2. This option also gives you moreflexibility and control over the2fa process than using native 2fa or an app exchange app3. References: 1: Customize User Authentication with Login Flows 2: Custom Login Flow Examples 3: Salesforce Multi-Factor Authentication

 To automatically create a case record for first time users logging into Salesforce Experience Cloud using their Google account, the identity architect should implement a login flow witha record create component for Case. A login flow is a custom post-authentication process that can be used to add additional screens or logic after a user logs in to Salesforce. A record create component is a type of flow element that can be used to createa new record in Salesforce. By implementing a login flow with a record create component for Case, the identity architect can check if the user is logging in for the first time using their Google account and create a case record accordingly. References: Login Flows, Record Create Element

The first thing that the architect at UC should investigate is the refresh token policy defined in the Salesforce connected app. A refresh token is a credential that allows an application to obtain new access tokens without requiring the user to re-authenticate. The refresh token policy determines how long a refresh token is valid and under what conditions it can be revoked. If the refresh token policy is set to expire after a certain period of time or after a change in IP address or device ID, then the users may have to re-authenticate after using the app for a while or from a different location or device. Option B is not a good choice because validating that the users are checking the box to remember their passwords may not be relevant, as the app uses SSO with a third-party identity provider and does not rely on Salesforce credentials. Option C is not a good choice because verifying that the callback URL is correctly pointing to the new URI scheme may not be necessary, as the callback URL is used for redirecting the user back to the app after authentication, but it does not affect how long the user can stay authenticated. Option D is not a good choice because confirming that the access token’s time-to-live policyhas been set appropriately may not be effective, as the access token’s time-to-live policy determines how long an access token is valid before it needs to be refreshed by a refresh token, but it does not affect how long a refresh token is valid or when itcan be revoked. References: [Connected Apps Developer Guide], [Digging Deeper into OAuth 2.0 on Force.com]

OAuth 2.0 is an open standard for authorization that allows a third-party application to obtain limited access to a protected resource on behalf of auser. To authorize a third-party service using OAuth 2.0 with the Salesforce Experience Cloud site, the identity architect should do the following steps:

Create a connected app for the third-party service in Salesforce. A connected app is an applicationthat integrates with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. To create a connected app, you need to provide the basic information, such as the app name, logo URL, contact email, and API name. You also need toenable OAuth and configure the OAuth settings, such as the callback URL, the scopes, and the policies.

Authorize the third-party service by sending authorization requests to the community-url/services/oauth2/authorize/expid_value. This is a special endpoint that allows you to specify an experience ID (expid) as a query parameter in the authorization request. The experience ID is a unique identifier for each experience (community or site) in Salesforce. By using this endpoint, you can dynamically render thelogin page images based on the user’s brand preference selected in the third-party service before authorization.

These are the mechanisms that the Salesforce REST API uses for authentication. According to the Salesforce documentation1, the REST API requires an access token obtained by authentication. The access token is a session credential that represents the authorization of a specific application to access specific parts of a user’s data2. The access token is valid for a limited time and can be refreshed using a refresh token. A refresh token is a credential that represents the authorization of an application to refresh an expired access token2.

Option A is incorrectbecause an authentication token is not used by the Salesforce REST API. An authentication token is an email security feature that appends a uniquestring of characters to your password when you log in from an unrecognized device or IP address3. Option B is incorrect because a session ID is not used by the Salesforce REST API. A session ID is a unique identifier fora user’s session that can be used for SOAP API calls4.

 Configuring an authentication provider to delegate authentication to the LDAP directory ensures that users can only log in to Salesforce if they are active in the LDAP directory. Thisprevents terminated employees from accessing Salesforce with their old credentials. References: Authentication Providers, Delegated Authentication Single Sign-On

To prevent unauthorized form submissions during the self-registration process, UC should require a captcha at the end of the self-registration process and use hidden fields populated via JavaScript events in the self-registration page. These methods will help to verify that the user is a human and not a bot, and also to validate the user’s input against some predefined values. Option A is not a good choice because open-ended security questions and complex password requirements may frustrate the user and reduce the conversion rate. Option B is not a good choice because lookup and picklist fields may not prevent bots from submitting the form, as they can be easily automated or bypassed.

Identity Connect will not support user provisioning inUC’s current environment. Identity Connectis a tool that synchronizes user data between Active Directory and Salesforce, but it does not work with other identity sources such as a Custom Database5. Therefore, if UC wants to use Identity Connect as an Idp, they will not be able to provision users from their Custom Database to Salesforce.

Options B, C, and D are incorrect because Identity Connect does not have any limitations on the type of SAML flow or the compatibility with UC’s current identity environment. Identity Connect supports both Idp-initiated and SP-initiatedSAML flows6, and it can act as an Idp for any external service provider that supports SAML 2.07.

To track login data, such as the average number of logins, who logged in more than the average numberof times and who logged in during non-business hours, the identity architect should use Login Forensics. Login Forensics is a tool that analyzes login data and provides insights into user behavior and login patterns. Login Forensics can help identify anomalies, risks, and trends in user login activity. Login Forensics can also generate reports and dashboards to visualize the login data. References: Login Forensics, Analyze Login Data with Login Forensics

 Using the Apex Just-in-Time handler to query custom SAML attributes and set permission sets is the best way to ensure that the Active Directory groups are reflected correctly when a user accesses Salesforce. The Apex Just-in-Time handler is a custom class that can process the SAML response from the identity provider and assign permission sets based on the user’s AD groups. The other options are either not feasible or not effective for this use case. References: Just-in-Time Provisioning for SAML, Apex Just-in-Time Handler

The two capabilities of an identity provider that the architect should detail to help strengthen the business case are that the identity provider can authenticate multiple applications and that the identity provider can centralize enterprise password policy. These capabilities can provide benefits such as reducing login friction, improving user experience, enhancing security, and simplifying administration. Option B is not a good choice because the identity provider can authenticate multiple social media accounts may not be relevant for UC’s business case, as it does not specify how UC will use social media for its identity management. Option C is not a good choice because the identity provider can store credentials for multiple applications may not be desirable or secure for UC’s business case, as it may imply that theidentity provider is using password vaulting or federation rather than single sign-on (SSO) or identity federation. References: Identity Management Concepts, [Single Sign-On Implementation Guide]

Enabling “Allow customers and partners to self-register” allows guests to create their own user accounts in the portal. Selecting the “Configurable Self-Reg Page” option allows the administratorto customize the self-registration page to capture the required fields. Customizing the self-registration Apex handler to create only the user record prevents the automatic creation of a contact record until verification. References: Enable Self-Registration, Customize Self-Registration

Delegated authentication is a feature that allows Salesforce to delegate the authentication process to an external web service. The web service needs to include the source IP address of the user as a method parameter, so that Salesforce can pass it along with the username and password. UC should whitelist all Salesforce IP ranges on their corporate firewall, so that the web service can accept requests from Salesforce. The return type of the web service methodshould be a Boolean value, indicating whether the authentication was successful or not. The web service can be written using either SOAP or REST protocol, but this is not a consideration for UC while building the web service. Delegated authentication is not enabled for the system administrator profile, but it can be enabled for other profiles or permission sets. References: Certification - Identity and AccessManagement Architect - Trailhead, [Delegated Authentication Single Sign-On], [Implementing Single Sign-On Across Multiple Organizations]

 To integrate the order fulfillment app with the Salesforce API using OAuth 2.0 protocol, the identity architect should use aConnected App and OAuth scopes. A Connected App is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as OAuth 2.0. OAuth scopes are permissions that define the specific data that an external application can access or modify in Salesforce. To use OAuth 2.0 protocol, the identity architect needs to configure a Connected App in Salesforce and assign the appropriate OAuth scopes to it, such as “api” or “full”. References: Connected Apps, OAuth Scopes

 B is correct because a third-party product can act as an Identity Provider (IdP) for both Salesforce and Google Apps and manage the user provisioning from a single place12. This reduces the administrative burden and provides a consistent user experience.

D is correct because Salesforce can act as an IdP and Google Apps can act as a Service Provider (SP) and they can use SAML or OpenID Connect for Single Sign-on (SSO)34. Salesforce also supports User Provisioning for Connected Apps, which allows the creation, update, and deactivation of users in Google Apps based on changes in Salesforce.

A is incorrect because building a custom app on Heroku as an IdP is not an optimal way to provision users and allow SSO. It would require more development and maintenanceeffort than using a third-party product or Salesforce as an IdP.

C is incorrect because Identity Connect is a tool that synchronizes users between Active Directory and Salesforce. It does not support Google Apps as a target system for user provisioning orSSO.

Delegated Authentication will continue to work with a .NET service as long as it is wrapped in a web service that Salesforce canconsume1. Delegated Authentication will not work with REST services because it requires a SOAP-based web service23. Therefore, option C and D are the correct answers.

The recommended way to configure the IdP for seamless access is to use IdP-initiated SSO that passes the SAML token upon Salesforce resource accessrequest. This means that the user logs in to the corporate portal first, and then clicks a link to access a Salesforce resource. The IdP sends a SAML response to Salesforce with the user’s identity and other attributes. Salesforce verifies the SAML response and logs in the user to the appropriate Salesforce org and community12. This way, the user does not have to log in again to Salesforce or enter any credentials3. References: 1: SAML SSO with Salesforce as the Service Provider 2: Set Up Single Sign-On for Your Internal Users Unit | Salesforce - Trailhead 3: What is IdP-Initiated Single Sign-On? – OneLogin

 To enable SP-initiated SSO using a SAML-based identity provider, UC needs to configure SAML SSO settings in Salesforce and set up acustom domain using My Domain feature. This allows UC to specify the identity provider information, such as the issuer, entity ID, certificate, and SAML assertion attributes. Delegated authentication is a different mechanism that allows Salesforce to delegate the authentication process to an external web service. A connected app is not required for SP-initiated SSO, but it is used for IDP-initiated SSO or OAuth flows. References: Certification - Identity and Access Management Architect - Trailhead, [Set Up My Domain], [Configure SAML Settings for Single Sign-On]

  These are the systems that are acting as identity providers (IdPs) in the SSO scenario. An IdP is a trusted provider that enables a customer to use single sign-on (SSO) to access other websites5. In this case, Pingfederate and Salesforce Org 1 are the IdPs that authenticate the users and issue SAML assertions or OAuth tokensto the service providers (SPs). The SPs are the websites that hostapps and rely on the IdPs for authentication5. In this case, Salesforce Org 2, Financial System, and CPQ Systemare the SPs that receive the SAML assertions or OAuth tokens from the IdPs and grant access to the users.

Option A is incorrect because Financial System is not an IdP, but an SP. It does not authenticate the users, but receives SAML assertions from Pingfederate. Option C is incorrect because Salesforce Org 2 is not an IdP, but an SP. It does not authenticate the users, but receives OAuth tokens from Salesforce Org 1.

A Canvas app is a web application that can be embedded within Salesforce and access Salesforce data using the signed request authentication method. This method allows the Canvas app to receive a signed request that contains the context and OAuth token when it is loaded. The Canvas app can use the SDK to request a new or refreshed signed request on demand2. This way, the users do not need to re-authenticate when accessing the web application from Salesforce. References: Requesting a Signed Request, SAML SingleSign-On for Canvas Apps, Mastering Salesforce Canvas Apps

The three differentattributes that can be used to identify the user in a SAML assertion when Salesforce is acting as a Service Provider are Federation ID, User Email Address, and Salesforce Username. According to the Salesforce documentation, “Salesforce supports three attributes for identifying users in a SAML assertion: Federation ID, User Email Address, and Salesforce Username.” Therefore, option A, D, and E are the correct answers.

Adding the employee portal’s IP address to the trusted IP range for the connected app is the best way to restrict the connection to Salesforce only to the employee portal server. This will ensure that only requests from the specified IP range will be accepted by Salesforce for that connected app. Option B is not a good choice because using a digital certificate signed by the employee portal server may not be supported by Salesforce for OAuth username-password flow. Option C is not a good choice because adding the employee portal’s IP address to the login IP range on the user profile may not be sufficient, as it will still allow other users with the same profile to log in from that IP range. Option D is not a good choice because using a dedicated profile for the user that the employee portal uses may not be effective, as it will still allow other users with that profile to log in from any IP address. References: [Connected Apps], [OAuth 2.0 Username-Password Flow]

The twostatements that are capabilities of Identity Connect are:

It supports both identity-provider-initiated and service-provider-initiated SSO. Identity Connect is a desktop application that integrates Salesforce with Microsoft Active Directory (AD) and enablessingle sign-on (SSO) between the two systems. Identity Connect supports both identity-provider-initiated SSO, which is when the user starts at the AD site and then is redirected to Salesforce with a SAML assertion, and service-provider-initiated SSO, which is when the user starts at the Salesforce site and then is redirected to AD for authentication.

It enables automated user synchronization and deactivation. Identity Connect allows administrators to synchronize user accounts and attributes between AD andSalesforce, either manually or on a scheduled basis. Identity Connect also allows administrators to deactivate user accounts in Salesforce when they are disabled or deleted in AD, which helps maintain security and compliance.

The other options are not capabilities of Identity Connect. Identity Connect does not support synchronization of Salesforce permission set license assignments, as these are not related to AD attributes. Identity Connect does not support multiple orgs connecting to multiple AD servers,as it can only connect one Salesforce org to one AD domain at a time. References: [Identity Connect], [Identity Connect Features], [Identity Connect User Synchronization], [Identity Connect Single Sign-On]

 Login Flows are custom post-authentication processes that can be used to add additional screens or logic after a user logs in to Salesforce. Login Flows can be used to show personalized alert messages to users based on their profile or other criteria before they land on the Experience Cloud site homepage. Login Flows require minimal customization and can be configured using Visual Workflow or Apex. References: Login Flows, Customizing User Authentication with Login Flows

 To authenticate and authorize Salesforce users with AWS, the identity architect should configure AWS as an OpenID Connect Provider. OpenID Connect is a protocol that allows users to sign in with an external identity provider, such as AWS, and access Salesforce resources. To enable this, the identity architect needs to configure an OpenID Connect Authentication Provider in Salesforce and link it to a connected app. The other options are not relevant for this scenario. References: OpenID Connect Authentication Providers, Social Sign-On with OpenID Connect

 Using information in the signed request that is received from Facebook is how this requirement can be met. A signed request is a parameter that contains information about the user who is logging in with Facebook credentials. The signed request can include information such as the user ID, name, email, and profile picture. You can use this information to update the corresponding customer community user in Salesforce by implementing a registration handler class. The registration handler class is an Apex class that defines how Salesforce handles user registrationand authentication when using an auth provider. You can use the updateUser() method in the registration handler class to update the user record with the information from the signed request. Using the updateUser() method on the registration handler class isnot how this requirement can be met because it is only part of the solution. You also need to use information from the signed request as the source of the updates. Using SAML just-in-time provisioning between Facebook and Salesforce is not how this requirement can be met because Facebook does not support SAML as an identity provider protocol. Developing a scheduled job that calls out to Facebook on a nightly basis is not how this requirement can be met because it is inefficient and unnecessary. You can update the user record in real time using the signed request instead of waiting for a nightly batch process.

OAuth 2.0 SAML Bearer Assertion Flow is a protocol that allows a client app to obtain an access token from Salesforce by using a SAML assertion instead of an authorization code. The SAML assertion contains information about the client app and the user who wants to access Salesforce APIs. To use this flow, the client app needs to have a connected app configured in Salesforce with the Use Digital Signature option enabled and the “api” OAuth scope assigned. The administrators can authorize the applications that will be consuming the APIs by setting the Permitted Users policy of the connected app to Admin approved users are pre-authorized and assigning profiles or permission sets to the connected app. References: OAuth 2.0 SAML Bearer Assertion Flow, Connected Apps, OAuth Scopes

 To allow users to login with their Facebook or LinkedIn credentials, Salesforce will play the role of a service provider (SP). A SP is an entity that relies on an identity provider (IdP) to authenticate and authorize users. In this scenario, Facebook and LinkedIn are the IdPs, and Salesforce is the SP. TheSP receives a token from the IdP and uses it to access Salesforce resources. The other options are not correct for this scenario. References: Service Provider, Social Sign-On with Authentication Providers

The best option for UC’s architect to enable the behavior of using a single identity provider to access all of their Salesforce orgs is to ensure that users have the same Federation ID value in their user records in all of UC’s Salesforce orgs. The Federation ID is a field on the user object that stores a unique identifier for each user that is consistent across multiple systems. The Federation ID is used by Salesforce to match the user with the SAML assertion that is sent by the identity provider during the single sign-on (SSO) process. By ensuring that users have the same Federation ID value in all of their Salesforce orgs, UC can enable users to log in with the same identity provider and credentials across multiple orgs. The other options are not valid ways to enable this behavior. Ensuring that users have the same email value in their user records in all of UC’s Salesforce orgs does not guarantee that they can log in with SSO, as email is not used as a unique identifier by Salesforce. Ensuring the same username is allowed in multiple orgs by contacting Salesforce support is not possible, as username must be unique across all Salesforce orgs. Ensuring that users have the same alias value in their user records in all of UC’s Salesforce orgs does not affect the SSO process, as alias is not used as a unique identifier by Salesforce. References: [Federation ID], [SAML SSOwith Salesforce as the Service Provider], [Username], [Alias]

The Experience ID isa unique identifier for each Experience Cloud site that can be used to customize the branding and user interface based on the OAuth/Open ID or SAML flows. The Experience ID can be passed as a URL parameter to Salesforce to determine which site the user isaccessing. References: Experience ID, Customize Your Experience Cloud Site Login Process

Delegated authentication is a feature that allows Salesforce to delegate the authentication process to an external service of your choice1. When implementing delegated authentication, you shouldconsider the following aspects2:

The authentication web service can include custom attributes, such as user roles or permissions, in the response to Salesforce. These attributes can be used to update user records or trigger workflows in Salesforce2.

Delegated authentication can be used to authenticate API clients and mobile apps that use the SOAP API or REST API login() methods. However,it does not support OAuth 2.0 flows or other authentication methods2.

Delegated authentication does not require trusted IP ranges at the User Profile level. However, you can use them to restrict access to Salesforce from specific IP addresses orranges2.

Salesforce servers receive but do not validate a user’s credentials. Instead, they pass the credentials to the external authentication service, which validates them and returns a response to Salesforce2.

Just-in-time provisioning can be configured for new users who log in with delegated authentication. This feature allows Salesforce to create or update user accounts based on the information provided bythe external authentication service3.

The two options that an architect should recommend to UC are to build a custom web service that is supported by delegated authentication and to implement the OpenID protocol and configure an authentication provider. Delegated authentication is a feature that allows Salesforce to delegate user authentication to an external service instead of using Salesforce credentials3. A custom web service can be built to use the credentials stored in the custom identity store and validate them against Salesforce using SOAP or REST API3. OpenID is an open standard protocol that allows users to authenticate with various web services using an existing account4. An authentication provider can be configured in Salesforce to use OpenID and connect with the custom identity store5.

Embedded Login is a feature that allows Salesforce to embed a login widget into any web page, such as a service provider’s site, to enable users to log in with their Salesforce credentials. However, Embedded Login relies on third-party cookies, which can cause browser compatibility issues and require users to adjust their browser settings. Therefore, this should be considered before recommendingit as a solution on the Salesforce Platform. References: Embedded Login, Embedded Login Implementation Guide

To meet the requirements of using a central cloud-basedIAM service for authentication and user management, the IAM architect should implement Salesforce Sales Cloud as a SAML service provider and enable SCIM for provisioning and deprovisioning of users. SAML is a protocol that allows users to authenticate andauthorize with an external identity provider and access Salesforce resources. By configuring Salesforce as a SAML service provider, the IAM architect can use the central IAM service as an identity provider and enable single sign-on for users. SCIM is a standard that defines how to manage user identities across different systems. By enabling SCIM in Salesforce, the IAM architect can synchronize user data between the central IAM service and Salesforce and automate user provisioning and deprovisioning based onthe changes made in the central IAM service. References: SAML Single Sign-On Settings, SCIM User Provisioning for Connected Apps

To allowcustomers to use phone numbers to log in to their new digital portal, the identity architect should create a Login Discovery page and provide a Login Discovery Handler Apex class. A Login Discovery page is a custom page that allows users to enter their phone number or email address and receive a verification code via email or text. A Login Discovery Handler is a class that implements the Auth.LoginDiscoveryHandler interface and defines how to handle the user input and verification code. This approach can provide a passwordless login experience for the customers. References: Login Discovery, Create a Login Discovery Page

Thetwo items that an architect should recommend for UC to minimize the administration overhead are:

Enable the “Refresh Tokens is valid until revoked” setting in the Connected App. This setting allows the mobile app to obtain a refresh token from Salesforce when it obtains an access token. A refresh token can be used to obtain a new access token when the previous one expires or becomes invalid. By enabling this setting in the Connected App, UC can reduce the number of login prompts and authentication failuresfor its mobile users, as they can use the refresh token to renew their access without entering their credentials again.

Enable the “All users may self-authorize” setting in the Connected App. This setting allows users to grant access to the mobile app without administrator approval. By enabling this setting in the Connected App, UC can simplify and speed up the deployment process for its mobile app, as they do not need to manually authorize each user or group of users.

The other options are not recommendeditems for this scenario. Enabling the “Enforce IP restrictions” setting in the Connected App would limit the mobile app access to certain IP ranges, which could prevent some users from accessing the app from different locations or networks. Enabling the “High Assurance session required” setting in the Connected App would require users to verify their identity with a second factor before accessing the mobile app, which could increase complexity and inconvenience for users. References: [Connected Apps], [Refresh Token], [All Users May Self-Authorize], [IP Restrictions for Connected Apps], [Require a Second Factor of Authentication for Connected Apps]